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A well-prepared estate planning checklist UK households can follow is not just about deciding who receives money when you die. It is about keeping control if you lose capacity, protecting a property portfolio or business, reducing avoidable delays and giving your...
The days after a death are rarely orderly. Alongside grief, there may be a home to secure, tenants or staff asking questions, direct debits still leaving the bank account and family members expecting answers. Understanding executor duties after death gives the person...
Finish Big by Bo Burlingham asks a question most business books ignore: not what your company sold for, but whether you were glad afterwards. Burlingham interviewed dozens of owners who had exited. The ones who were content had usually started preparing three to eight...
People who decide to get fitter in their fifties usually start with cardio — walking further, cycling, swimming. All worthwhile. None of it addresses the thing that most determines how the next thirty years will feel. Muscle mass declines from around thirty and the...
Business Property Relief used to be unlimited. Qualifying business assets passed free of Inheritance Tax whatever they were worth, which is why so many family firms survived the death of their founder intact. Since 6 April 2026, that is no longer the position. The...
An owner says the business sold for four million. What actually completed was two and a half, with the rest depending on profits over three years. That is an earn-out, and it appears in a large share of private company sales. Why they exist. Sellers price on what the...
This is the decision parents postpone longest. Fees and Executors get dealt with quickly; the question of who would raise the children if both parents could not is left open for years — which leaves it to be settled by other people at the worst possible moment. What...
Estates used to be found in a filing cabinet. A great deal of the modern estate exists only as a login, protected by security designed to keep everyone out — including the Executor who is legally entitled to deal with it. Digital assets fall into four groups. Things...
For a business owner, a will is not simply about who receives money in the bank or the family home. The question, “can a will protect business shares?”, goes to the heart of whether the business you have built remains valuable, controlled and capable of continuing...
Learning how to protect your assets can feel like an overwhelming topic. Our FREE Estate Planning Guide will help you to understand the process and how to get started.